Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
3,636
shares
|
$1.65 Million
0.99% of portfolio
|
Q1 2025
Added 38.09%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
3,615
shares
|
$1.64 Million
0.68% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.64 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
3,608
shares
|
$1.64 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
3,602
shares
|
$1.64 Million
0.48% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
3,602
shares
|
$1.64 Million
1.13% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
3,598
shares
|
$1.63 Million
1.06% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
3,595
shares
|
$1.63 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.63 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
3,569
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
3,568
shares
|
$1.62 Million
0.49% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
3,559
shares
|
$1.62 Million
1.28% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
3,552
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
3,551
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
3,543
shares
|
$1.61 Million
0.46% of portfolio
|
Q1 2025
Added 103.5%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
3,541
shares
|
$1.61 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,538
shares
|
$1.61 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,537
shares
|
$1.61 Million
0.25% of portfolio
|
Q4 2024
Added 87.84%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,533
shares
|
$1.6 Million
0.33% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.6 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
3,530
shares
|
$1.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,527
shares
|
$1.6 Million
0.72% of portfolio
|
Q1 2025
Added 783.96%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
3,522
shares
|
$1.6 Million
0.71% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,521
shares
|
$1.6 Million
0.9% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,517
shares
|
$1.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.29%
|